Connect HubSpot to let Duckie handle conversations and access CRM data.
Capabilities
| Capability | Supported |
|---|
| Knowledge Source | ✓ Sync knowledge base articles |
| Deployment Trigger | ✓ Respond to conversations |
| Tool Actions | ✓ Reply, access CRM data |
Setup
Connect via OAuth
- Go to Settings → Connections in Duckie
- Find HubSpot and click Connect
- You’ll be redirected to HubSpot to authorize
- Select the HubSpot account to connect
- Grant Duckie the requested permissions
- You’ll be redirected back to Duckie
Duckie requests access to conversations, contacts, companies, deals, and tickets.
Using as a Knowledge Source
Sync your HubSpot Knowledge Base:
- Go to Train → Knowledge
- Click Add Source
- Select HubSpot
- Choose which knowledge base to sync
- Click Start Sync
Using as a Deployment Trigger
Deploy an agent to HubSpot conversations:
- Go to Deploy
- Click Create Deployment
- Select your agent
- Choose HubSpot as the trigger
- Configure events:
- New conversation — When a chat starts
- Customer reply — When a customer responds
| Tool | Description |
|---|
hubspot_reply | Send a reply |
hubspot_get_contact | Get contact details |
hubspot_get_company | Get company information |
hubspot_get_deals | Get associated deals |
hubspot_get_tickets | Get support tickets |
Using CRM Data in Responses
Duckie can personalize responses using HubSpot CRM data:
- Customer name and company
- Previous interactions
- Deal status
- Custom properties
Example in a runbook:
When helping a customer, first check their company status:
- Use @hubspot_get_company to see if they're a premium customer
- Adjust tone and priority based on their tier
Best Practices
Leverage Contact Context
Your agents can access rich customer context from HubSpot — use this to provide personalized support.
Sync Your Knowledge Base
Keep your HubSpot Knowledge Base updated — Duckie will use these articles to answer questions.
Troubleshooting
”Unable to access conversations”
- Verify you connected with an account that has Conversations access
- Check that your HubSpot plan includes the Conversations inbox
”CRM data not found”
- Ensure the contact exists in HubSpot
- Verify Duckie has permission to access CRM objects
